Investing

One of the most well known lines from the Game of Thrones story is “Winter is Coming”. To those unfamiliar with the story this must come off as an odd thing to say. Winter is always coming (and it will be followed by spring). But in the world...

Martin Lefebvre, CIO and Strategist
Risk-on was the theme all through the month and March was a textbook example of the importance of focusing on long-term objectives and not submitting to panic. Investors who stayed the course were rewarded with a...

Highlights
Individuals
1. Sales of Linked Notes
2. Taxation of Switch Fund Shares
3. Restoring the Eligibility Ages of the Old Age Security Program
4. Income Splitting Credit for Couples with a Child
5. Labour-Sponsored Venture Capital...

Recently a few of our clients met with one of our National Bank partners, Cameron Moses, to consider establishing a mortgage or loan with National Bank.
“So what?” you might say, all banks offer mortgages and loans. This is true.
What...

Credit Suisse has published some excellent research today highlighting the short term upside risk to oil prices and their view of disruptive technologies.
Credit Suisse: Oil Sense: Price could hit $50/b in May
Very careful phrasing here, we simply...

Martin Lefebvre, CIO and Strategist
While we are aware of the risks underpinning global markets as well as the fears regarding a growth slowdown, we think stocks will outperform bonds in the medium to long term. The decrease in volatility from last...

The stock prices of major Canadian Banks have been under pressure for over a year and recently traded to price/earnings levels last seen in 2009. Analysts have been speculating on the real impact low oil prices could have on the Canadian economy;...

Predictions that oil would fall into the 20’s was not something one noticed from any analyst in 2015. While oversupply does cause prices to fall, investors will often see more negative news and predictions come out near bottoms (when issues...

The new Showtime series “Billions” features a Hedge Fund with an in-house psychologist whom the traders meet with on a regular basis to keep them focused. I have to admit, there’s probably a reasonable business case in this for anyone currently...